Original filing (PDF)20251013151209NAL0000751475001

LANDIS+GYR TECHNOLOGY, INC.

Name: LANDIS+GYR TECHNOLOGY, INC. — RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES OF LANDIS+GYR, Form 5500 (2024)
Creator: LANDIS+GYR TECHNOLOGY, INC.

Form 5500

FILING_RECEIVED

RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES OF LANDIS+GYR

Defined-benefit pension plan

Signals · 2

51% in single holding~84 bps in Sched C fees

Active participants

Accounts w/ balance

Plan assets (EOY)

$12.4M

Net assets (EOY)

$12.4M

How this plan invests

This plan

2 pooled trusts

Schedule D

5 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LANDIS+GYR TECHNOLOGY, INC..

Plan sponsor

Name

LANDIS+GYR TECHNOLOGY, INC.

EIN

20-1399908

Address

30000 MILL CREEK AVENUE · SUITE 100 · ALPHARETTA, GA · 30022

Phone

(765) 429-1298

Industry

Management of Companies / Holdingssee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

006

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-13

Pension benefit codes

1I · Frozen plan — no new benefit accrual

Audit & trust (Schedule H)

Auditor

KRUGGEL LAWTON & COMPANY, LLC

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

2 rows

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
CAMBRIDGE INVESTMENT RESEARCH INC	42-1445429	—	INVESTMENT ADVISORY	$0	—

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
PRINCIPAL LIFE INSURANCE COMPANY	42-0127290	—	CONTRACT ADMINISTRATOR	$104K	—

Investments

3 direct securities · 2 pooled funds· $12.4M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

Uncategorized

$7.8M

3 holdings

Common Collective Trust

$4.0M

1 holding

Pooled Separate Account

$572K

1 holding